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MYAM

Meiji Yasuda Asset Management Portfolio holdings

AUM $2B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
+7.26%
1 Year Est. Return
+22.52%
3 Year Est. Return
+72.7%
5 Year Est. Return
+101.01%
10 Year Est. Return
+376.57%
AUM
$2.1B
AUM Growth
+$85.3M
Cap. Flow
-$28.3M
Cap. Flow %
-1.35%
Top 10 Hldgs %
24.97%
Holding
580
New
37
Increased
160
Reduced
326
Closed
37

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$3.47M
2
CL icon
Colgate-Palmolive
CL
+$3.16M
3
MRSH
Marsh
MRSH
+$3.01M
4
JCI icon
Johnson Controls International
JCI
+$2.85M
5
FDX icon
FedEx
FDX
+$2.69M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.86M
2
BAC icon
Bank of America
BAC
+$3.71M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.07M
4
MCK icon
McKesson
MCK
+$2.64M
5
MO icon
Altria Group
MO
+$2.64M

Sector Composition

Rank Sector Weight
1 Technology 24.48%
2 Financials 11.47%
3 Industrials 11.15%
4 Healthcare 10.13%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EHC icon
426
Encompass Health
EHC
$12.3B
$297K 0.01%
2,340
-77
-3% -$9.17K
DUOL icon
427
Duolingo
DUOL
$6.25B
$297K 0.01%
922
-18
-2% -$6.02K
EG icon
428
Everest Group
EG
$13.9B
$297K 0.01%
847
-20
-2% -$6.75K
ON icon
429
ON Semiconductor
ON
$32.5B
$296K 0.01%
6,004
– –
RGA icon
430
Reinsurance Group of America
RGA
$16.1B
$295K 0.01%
1,536
-42
-3% -$8.04K
APG icon
431
APi Group
APG
$18.9B
$295K 0.01%
8,583
-183
-2% -$6.39K
DHI icon
432
D.R. Horton
DHI
$40.9B
$293K 0.01%
1,728
+125
+8% +$19.7K
SNX icon
433
TD Synnex
SNX
$20.4B
$292K 0.01%
1,782
-15
-0.8% -$2.21K
MANH icon
434
Manhattan Associates
MANH
$11.3B
$288K 0.01%
1,405
-44
-3% -$9.3K
CRS icon
435
Carpenter Technology
CRS
$26.5B
$287K 0.01%
1,169
-25
-2% -$6.39K
OHI icon
436
Omega Healthcare
OHI
$13.9B
$287K 0.01%
6,797
-143
-2% -$5.77K
IDXX icon
437
Idexx Laboratories
IDXX
$45B
$287K 0.01%
449
-35
-7% -$21.2K
BJ icon
438
BJs Wholesale Club
BJ
$11.8B
$286K 0.01%
3,068
-78
-2% -$7.97K
RBC icon
439
RBC Bearings
RBC
$17.6B
$285K 0.01%
730
-19
-3% -$7.4K
CCK icon
440
Crown Holdings
CCK
$13.2B
$284K 0.01%
2,944
-86
-3% -$8.63K
NXPI icon
441
NXP Semiconductors
NXPI
$59.3B
$284K 0.01%
1,245
+101
+9% +$22.7K
UNM icon
442
Unum
UNM
$14.5B
$283K 0.01%
3,641
-206
-5% -$15.4K
WAB icon
443
Wabtec
WAB
$50.1B
$279K 0.01%
1,391
-6,660
-83% -$1.31M
HIMS icon
444
Hims & Hers Health
HIMS
$7.15B
$272K 0.01%
4,804
+102
+2% +$5.23K
CLH icon
445
Clean Harbors
CLH
$16.7B
$272K 0.01%
1,171
-31
-3% -$7.34K
SCI icon
446
Service Corp International
SCI
$11.5B
$271K 0.01%
3,259
-138
-4% -$11K
SF
447
Stifel
SF
$12.8B
$269K 0.01%
3,561
-135
-4% -$10.1K
DTM icon
448
DT Midstream
DTM
$13.9B
$267K 0.01%
2,361
-67
-3% -$7K
FHN icon
449
First Horizon
FHN
$12.3B
$267K 0.01%
11,798
-366
-3% -$8.13K
RPRX icon
450
Royalty Pharma
RPRX
$26.3B
$266K 0.01%
7,535
+80
+1% +$2.9K
16 17
18
19 20

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Meiji Yasuda Asset Management's Q3 2025 Portfolio in Review

As of Q3 2025, Meiji Yasuda Asset Management held 580 positions worth $2.1B, up 4.2% from $2.02B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Meiji Yasuda Asset Management's Q3 2025 filing shows 37 new, 160 increased, 326 reduced and 37 closed positions. Its largest new stake was Solventum: 25,052 shares worth $1.83M. The largest sale was NVIDIA, an estimated $3.86M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Industrials.

  • Meiji Yasuda Asset Management's largest Q3 2025 buy was Solventum: 25,052 shares worth $1.83M.
  • Meiji Yasuda Asset Management added most to Wells Fargo in Q3 2025, an estimated $3.47M increase.
  • Meiji Yasuda Asset Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $3.86M.
  • Meiji Yasuda Asset Management fully exited United Airlines in Q3 2025, selling an estimated $2.33M.
  • Meiji Yasuda Asset Management's ten largest holdings make up 25% of its $2.1B portfolio in Q3 2025.
  • Meiji Yasuda Asset Management opened 37 new positions and closed 37 in Q3 2025.
  • Meiji Yasuda Asset Management's portfolio value rose 4.2% quarter-over-quarter to $2.1B.

Based on Meiji Yasuda Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.